Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$469
+$96 QoQ
Shares Held
3
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,440
of 2,451 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ROSS\JOHNSON & Associates LLC holds $3,579 across 14 Software - Application names. CRM ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
2 | $520 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
3 | $469 | |
| 3 | PAYX |
Paychex Inc
|
4 | $393 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1 | $375 | |
| 5 | SHOP |
Shopify Inc.
|
3 | $342 | |
| 6 | SNOW |
Snowflake Inc.
|
1 | $254 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
4 | $248 | |
| 8 | U |
Unity Software Inc.
|
8 | $228 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469 | 3 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $373 | 2 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $529 | 2 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $474 | 2 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $545 | 2 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $536 | 2 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||